Primrose Hospice s1

Primrose Hospice Job Description

Title: Finance Manager

Hours: 37½ hours

Responsible to: Chief Executive Officer

Reports: Finance Officer, Finance and Executive Assistant and finance volunteers

Expenses: Travelling and out of pocket expenses will be paid on production of a monthly schedule Applicants must possess appropriate car insurance for business use

Annual Leave: 25 days

Required Skills/ Experience: Accountancy qualification Payroll and Pensions knowledge Excellent IT skills especially in Sage, Word & Excel

Up to date with current finance and charity regulation Good interpersonal/communication skills Good organisational skills Good telephone skills Knowledge of tendering processes Ability to manage a busy workload and prioritise Ability to work with minimum supervision and manage others

Summary of Role The Finance Manager is a key member of the Senior Management Team and plays a central role in ensuring the smooth running of the Hospice. Working closely with the CEO, the Finance Manager is responsible for leadership and management as well as the day to day running of the department. The role also includes some responsibility for the two subsidiary Trading Companies.

Main Duties and Responsibilities:  To deliver high quality financial and business management support to the Hospice, and subsidiary Trading Companies.  To manage and deliver our Accounting, Payroll, Pensions and Facilities functions  To prepare and analyse accurate timely financial management information in order to support the day to day operations of the Hospice and contribute to the strategic planning of both the Hospice and its subsidiary Trading Companies.  To represent the Hospice on the joint lottery board

Primrose Hospice Finance Manager August 2016 Page 1  To play an active part in the Senior Management Team, supporting the future development of the organisation and uphold the Hospice’s values through team working. Line manage and support direct reports (two part time) and volunteers.

Key Tasks

 Lead on all day to day financial processes for the Hospice developing smarter ways of working where appropriate  Prepare monthly accurate and appropriate management accounts and cash flow forecasts for both the hospice and Trading Companies.  Prepare annual budgets, financial forecasts and produce a year end information pack for annual audit.  Maintain a financial procedures handbook ensuring all aspects comply with legal requirements, financial processes and controls.  Process salaries and pensions on a monthly basis ensuring compliance and regulation are met  Be the lead point of contact with HMRC taking responsibility for compliance with all taxation issues.  Complete statutory returns, Gift Aid Claims and deal with any issues that may arise  Ensure that the Hospice, and Trading Companies are compliant with statutory and regulatory requirements particularly in relation to record keeping and confidentiality  Monitor bank balances and make investment recommendations to the CEO and Board  Develop and maintain safe systems of working for ordering, contracting and invoicing ensuring good value for money.  Work with the CEO in annual business planning.  Work with senior managers to support the development of delegated budgets.  Working with senior managers to provide accurate financial information and costings for developmental and capital projects.  Contribute to the annual report  Ensure all necessary company and charity returns are completed.  Ensure compliance with changing charity and company legislation.  Attend and provide information for Board meetings, Finance and Income Generation sub committee, Senior Management Meetings and other relevant meetings as requested

Facilities:  Maintain IT, telephone and photocopier contracts provided through external contractors  Maintain the Charity’s assets and property  Manage and maintain the charity’s insurance cover  Help ensure Health and Safety Compliance  Liaise with utility companies, suppliers etc to ensure best value .

Primrose Hospice Finance Manager August 2016 Page 2 Commissioning and Contracts:  Support the CEO and Care Team in negotiating NHS contracts ensuring the provision of information as appropriate  Contribute to negotiations as appropriate with the Clinical Commissioning Group concerning Contracts and Service Level Agreements  Provide timely information for grant and trust applications

HR  Working with the CEO oversee workforce planning and processes, maintaining records as appropriate

Other duties:  Communicate effectively with all individuals and groups both within and outside the organisation  Maintain compliance and professional registration and ensure up to date knowledge of legislation and best practice  Attend appropriate courses to ensure continued professional development  Attend Board meetings every 2 months to present the management accounts  Represent the organisation at internal and external meetings locally or regionally as required  Maintain confidentiality

It is expected that you will be committed to the core purpose of the Hospice and will act as an ambassador for the Hospice, actively promoting it throughout your role. It is also hoped that as the Hospice is heavily reliant on charitable donations you will support promotional activities where possible showing support to your colleagues in the spirit of team working.

This job description reflects the immediate requirements and objectives of the post. It is not an exhaustive list of the duties but gives a general indication of work undertaken which may vary in detail in the light of changing demands and priorities. Substantive changes will be carried out in consultation with the post holder.

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